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Salary: USD 82,535 - 98,001 / annual
Brex is seeking a Client Development Representative to drive customer engagement and expansion within an assigned portfolio of existing customers. In this hybrid role based in Seattle (with offices also in NYC, San Francisco, and Vancouver), you'll combine high-velocity outreach with consultative discovery to identify expansion opportunities, align stakeholders, and deliver measurable customer and revenue outcomes.
Key responsibilities include:
- Conduct daily customer outreach via email, phone, and social channels to generate a qualified expansion pipeline
- Serve as primary point of contact for an assigned customer portfolio, helping existing customers extract more value from Brex's platform
- Identify and advance expansion opportunities by connecting Brex solutions to measurable business outcomes
- Lead structured discovery calls, develop commercial proposals, and negotiate deal terms
- Develop deep understanding of customer workflows, accounting processes, and financial priorities to uncover pain points
- Build relationships with finance stakeholders from Controllers to CFOs; tailor value messaging and recommend action plans
- Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact
- Maintain rigorous forecasting, CRM hygiene, activity tracking, and opportunity qualification
- Advocate for customers internally by sharing feedback and insights that improve product and customer experience
You'll work in a hybrid environment requiring a minimum of three coordinated days in office per week (Monday, Wednesday, Thursday), with up to four weeks per year of fully remote work flexibility.
Required qualifications: 2+ years of customer-facing experience in sales, hospitality, customer service, or related field; experience in a general sales role or demonstrated interest in building a sales career; strong urgency and adaptability in live conversations; excellent written and verbal communication skills; demonstrated ability to collaborate cross-functionally; coachability and growth mindset; Bachelor's degree in finance, business, or related field.
Bonus experience includes: managing a book of business, account health, or renewals/expansions; familiarity with finance workflows, ERPs, spend-management platforms, or AP automation; fintech, payments, or corporate accounting background; knowledge of credit limits and underwriting; high-growth startup experience; comfort with Salesforce and Gong.
